FMP
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Financial Management Professionals’s Elevance Health ELV Stock Holding History

Financial Management Professionals’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.3K Buy
50
+1
+2% +$371 ﹤0.01% 462
2026
Q1 		$14.3K Sell
49
-13
-21% -$4.27K ﹤0.01% 474
2025
Q4 		$21.7K Buy
62
+5
+9% +$1.69K ﹤0.01% 389
2025
Q3 		$18.4K Sell
57
-7
-11% -$2.18K ﹤0.01% 420
2025
Q2 		$24.9K Sell
64
-13
-17% -$5.23K ﹤0.01% 376
2025
Q1 		$33.5K Buy
77
+17
+28% +$6.82K ﹤0.01% 321
2024
Q4 		$22.1K Sell
60
-16
-21% -$6.7K ﹤0.01% 392
2024
Q3 		$40K Sell
76
-58
-43% -$31K 0.01% 293
2024
Q2 		$73K Hold
134
– – 0.01% 220
2024
Q1 		$69K Buy
134
+35
+35% +$17.4K 0.01% 239
2023
Q4 		$47K Buy
99
+2
+2% +$925 0.01% 273
2023
Q3 		$42K Hold
97
– – 0.01% 269
2023
Q2 		$43K Sell
97
-35
-27% -$16.1K 0.01% 273
2023
Q1 		$61K Buy
132
+23
+21% +$10.9K 0.01% 252
2022
Q4 		$56K Hold
109
– – 0.01% 221
2022
Q3 		$50K Buy
109
+16
+17% +$7.66K 0.01% 220
2022
Q2 		$45K Hold
93
– – 0.01% 237
2022
Q1 		$46K Buy
93
+15
+19% +$6.86K 0.01% 245
2021
Q4 		$36K Sell
78
-11
-12% -$4.63K 0.01% 266
2021
Q3 		$33K Buy
89
+23
+35% +$8.74K 0.01% 277
2021
Q2 		$25K Hold
66
– – 0.01% 271
2021
Q1 		$24K Hold
66
– – 0.01% 259
2020
Q4 		$21K Hold
66
– – 0.01% 266
2020
Q3 		$18K Hold
66
– – 0.01% 269
2020
Q2 		$17K Buy
+66
New +$17.6K 0.01% 270

Other funds holding ELV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Management Professionals's ELV Position: Q2 2026 in Review

Financial Management Professionals increased its Elevance Health (ELV) stake by 2% in Q2 2026, buying an estimated $371 and bringing the position to 50 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Financial Management Professionals first reported a position in ELV in Q2 2020 and has held it in 25 quarters since. The position peaked at $73K in Q2 2024. 1,601 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Financial Management Professionals held 50 shares of Elevance Health worth $19.3K as of Q2 2026.
  • Financial Management Professionals bought 1 Elevance Health share in Q2 2026, an estimated $371.
  • Elevance Health made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #462 holding.
  • Financial Management Professionals first reported a position in Elevance Health in Q2 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's Elevance Health position peaked at $73K in Q2 2024.
  • 1,601 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.